AIA

Ally Invest Advisors Portfolio holdings

AUM $1.28B
1-Year Est. Return 10.36%
This Quarter Est. Return
1 Year Est. Return
+10.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
+$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$36.7M
2
+$7.8M
3
+$3.84M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$2.77M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.63M

Top Sells

1
+$37.5M
2
+$2.06M
3
+$469K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$222K
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$200K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$460K 0.04%
5,537
-427
52
$457K 0.04%
10,325
+1,851
53
$451K 0.04%
18,693
+1,328
54
$421K 0.04%
6,508
-1,249
55
$325K 0.03%
8,023
+1,361
56
$309K 0.03%
5,391
+89
57
$304K 0.03%
4,848
+33
58
$304K 0.03%
2,711
-520
59
$290K 0.03%
3,305
+982
60
$279K 0.02%
8,091
-1,545
61
$272K 0.02%
6,179
-1,163
62
$260K 0.02%
1,651
+221
63
$248K 0.02%
4,181
+595
64
$246K 0.02%
2,554
+199
65
$244K 0.02%
5,465
+93
66
$235K 0.02%
2,908
-293
67
$210K 0.02%
+1,439
1 2
3